Feature Introduction
GTG CRM has long been strong for selling products: goods catalog, inventory, orders, invoices. But if you sell services — agencies, consulting, spas/clinics, freelancers, B2B providers — you previously had to "work around": create services as dummy products with no inventory, and no real contracts (only quotes, no signatures, no contracting parties, no payment schedules).
From today, GTG CRM supports selling services as a first-class citizen: a Catalog containing both products and services, mixed quotes (a single quote for both products and services), and real Contracts — with Party B, acceptance milestones, bilingual support, sending & signing, and then issuing installment invoices → automatically posting to the accounting ledger.
Problems Businesses Face
| Old Approach | Consequences |
|---|---|
| Services must be created as "dummy products with no inventory" | Confusing catalog, incorrect inventory logic |
| One quote for products, a separate contract for services | Two documents, twice the effort |
| No contracts with Party B / acceptance milestones | Difficult to enforce, hard to phase acceptance |
| Word contracts + payment tracking on Excel | Missed payment installments, unknown outstanding amounts |
| Manual revenue entry after signing | Forgotten invoices, forgotten accounting entries |
GTG CRM connects a single flow: services → mixed quotes → contracts → send & sign → installment invoices → revenue journal entries & payment received — no workarounds, no double data entry.
Highlights
1. One Catalog for Both Products and Services
- In the CRM → Catalog menu: Products, Services, Appointments — where you define "what you sell," grouped under a single heading.
- Services with prices and billing cycles: one-time or recurring (monthly...). Products can also be recurring subscriptions.
- This same unified list is what the quote/contract line item selector uses — select both products and services in one place.
2. Mixed Quotes — One Quote, Both Products and Services
- Add lines of type Service (e.g., "Website Design", "Monthly SEO") and type Product (e.g., "Hosting License" × 3) within the same quote.
- Each line has a Type tag (Service = green, Product = blue); service lines display the billing cycle.
- Quote status: DRAFT → SENT → ACCEPTED; when Accepted, a Convert to Contract button appears.
3. Real Contracts — Party B, Acceptance, Bilingual
- Convert to Contract preserves line item types/cycles; the total is split into a one-time total and a monthly total + VAT.
- Party B can be an individual or a company; information (legal name, tax ID, address, representative) can be auto-filled if company data exists — thanks to the company information enrichment feature.
- Acceptance Milestones (Acceptance) are set when creating the contract, driving the payment schedule.
- Bilingual contracts (up to 2 languages) + emails in the chosen language, branded.
- Contracts can also hold direct product lines (no need to go through a quote) — a single contract containing both products and services.
4. Send → Sign → Issue Installment Invoices
A practical, legally compliant signing process:
- Send to client: the system renders the contract as a Word document (.docx) (editable/negotiable) and emails it to the client. Status: DRAFT → SENT.
- Client signs offline (paper/soft copy) and sends it back.
- Upload signed version: attach the signed file (stored in the system) → record signatory and signing time. SENT → SIGNED → ACTIVE.
- Issue installment invoices: for each payment installment, view the invoice preview → confirm → issue the invoice through your existing ERP/invoice flow.
ℹ️ Note: Invoice issuance requires a workspace connected to an e-invoicing system / tax provider. The entire flow of creating services, quotes, contracts, sending & downloading signed versions works normally; only the invoice issuance step requires this connection.
5. Invoices → Automatic Accounting Entries
- A signed contract is a commitment, not yet a financial transaction — so it does not generate entries upon signing.
- When an invoice is issued, an entry is made: Debit Accounts Receivable (131) / Credit Revenue (511) / Credit VAT (3331) — processed through your existing automated invoice accounting engine.
- When payment is received: Debit Cash (111/112) / Credit Accounts Receivable (131).
The entire system reuses the existing automated accounting engine — no "custom" GL codes, your workflow is owned and editable by you.
Benefits for Your Business
| Feature | Real Benefits for You |
|---|---|
| One Catalog (products + services) | No more "dummy products," a clean and accurate catalog |
| Mixed quotes | One document instead of two; less re-editing |
| Contracts with Party B + acceptance | Clear commitments, phased acceptance |
| Installment invoices according to schedule | Never miss a payment, always know the outstanding balance |
| Invoices → automatic entries | Revenue recorded correctly, no manual entry |
| Auto-fill company info | Party B & tax ID pre-filled for contracts/invoices |
Who Is It For?
- Marketing/Advertising Agencies (ICP3) selling monthly service packages.
- Consultants, freelancers, B2B providers needing contracts and installment invoices.
- Spas, clinics, training centers selling services bundled with products.
- Businesses selling both products and services wanting a single quote/contract.
How to Get Started?
Go to CRM → Catalog → Services to create your first service, then generate a mixed quote and convert it into a contract. Refer to the step-by-step guide in the article "Guide to Selling Services & Contracts".
Free Trial — no credit card required.
